Jerald F. Betts

GENTRY PRIVATE WEALTH

Wichita, KS 67206

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CRD#: 7680730

Professional summary

Jerald Fowler Betts, who also goes by Jerry Betts, is a registered financial advisor currently at GENTRY PRIVATE WEALTH located in Wichita, Kansas.

Jerald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jerald has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jerry Betts

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Jerald Betts Advisory Services, LLC Not Investment Related 12513 W. Hardtner Ct, Wichita, KS 67235 Personal Services Company-business valuation, business exit planning, outsourced CFO services, income tax planning and prep Sole Owner Start Date 6/1/2024 30 hrs per week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerald Fowler Betts's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 4, 2023 - Present

GENTRY PRIVATE WEALTH

Office #1: 8415 E. 21st Street, North Suite 150, Wichita, KS 67206

RIA

CRD#: 323208

Wichita, KS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GENTRY PRIVATE WEALTH

GENTRY PRIVATE WEALTH | GENTRY PRIVATE WEALTH, LLC

CRD#: 323208 / SEC#: 801-126629

RIA

Registered Investment Advisory firm - (9/26/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(1/4/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/15/2021

Uniform Investment Adviser Law Examination

Current Firm

GENTRY PRIVATE WEALTH

GENTRY PRIVATE WEALTH | GENTRY PRIVATE WEALTH, LLC

CRD#: 323208 / SEC#: 801-126629

RIA

Registered Investment Advisory firm - (9/26/2022 Approved)

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Contact information

Main Address

8415 E. 21st Street, North Suite 150, Wichita, KS 67206

Mailing Address

Phone number

(316) 613-7570

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GENTRY PRIVATE WEALTH ADV PART 2A WRAP (7/9/2025)

GENTRY PRIVATE WEALTH ADV PART 2A (7/9/2025)

Regulatory assets under management

Total Number of Accounts	818
AUM (Assets Under Management)	$ 274,016,708

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jerald F. Betts

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerald Fowler Betts's CRS (Customer Relationship Summary).

Certified licenses

Experience

GENTRY PRIVATE WEALTH

Primary Firm SEC Registration

GENTRY PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 12/15/2021

Current Firm

GENTRY PRIVATE WEALTH

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GENTRY PRIVATE WEALTH

TRUST BUT VERIFY

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